投资要点核心逻辑公司是国产营销及销售SaaS龙头厂商,核心SaaS产品有望受益下游企业数智化需求增长叠加AI+企业服务应用渗透进程加速而实现营收超预期,同时公司布局AI Agent应用,估值有望重塑。超预期逻辑1、市场认为:企业管理应用SaaS及IT支出意愿与自身经营状况有较大关系,若宏观经济层面增速不达预期,则可能影响下游企业对于SaaS产品采购以及自身智能化转型投入的意愿,进而导致公司业绩不达...
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